Ferdy Utan
Director and Financial Planner
Ferdy Utan is a director and Financial Adviser at Aspiram Financial Planning, where he helps professionals, business owners, and retirees take control of their financial futures with confidence and clarity.
With nearly 20 years of experience in financial advice, Ferdy brings a calm, strategic approach to wealth management, retirement planning, debt reduction, superannuation, and investment strategies. He is passionate about making the complex feel simple — whether it’s helping a client retire early, reduce their mortgage faster, or navigate the intricacies of SMSFs and trust structures.
Ferdy believes great advice is not just about numbers — it’s about understanding what matters most to each client and building a plan that’s tailored, practical, and forward-thinking.
He holds a Master of Financial Planning and meets the professional standards set by the Financial Adviser Standards Authority (FASFA). He is committed to ongoing ethical and professional excellence. Outside of work, Ferdy enjoys family time, fitness, and keeping up with innovation in finance and technology.
Expertise & Services
Ferdy is authorised to provide comprehensive financial advice across a broad range of services, including:
- Retirement planning
- Superannuation
- SMSF
- Investments
- Debt management
- Wealth protection
- Budget & cashflow management
- Estate planning
Credentials You Can Trust
- Master of Financial Planning
- Graduate Diploma of Applied Finance
- Advanced Diploma of Financial Planning
- FASEA – Certification
- Qualified Tax Relevant Provider (QTRF)
